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Credo Capital Management’s IBM IBM Stock Holding History

Credo Capital Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$71K Buy
397
+16
+4% +$2.76K 0.31% 69
2013
Q3 		$67K Hold
381
– – 0.12% 67
2013
Q2 		$70K Buy
+381
New +$74.2K 0.05% 62

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Credo Capital Management's IBM Position: Q4 2013 in Review

Credo Capital Management increased its IBM (IBM) stake by 4.2% in Q4 2013, buying an estimated $2.76K and bringing the position to 397 shares worth $71K. The position accounts for 0.31% of the portfolio, ranked #69.

Credo Capital Management first reported a position in IBM in Q2 2013 and has held it in 3 quarters since. 1,755 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Credo Capital Management held 397 shares of IBM worth $71K as of Q4 2013.
  • Credo Capital Management bought 16 IBM shares in Q4 2013, an estimated $2.76K.
  • IBM made up 0.31% of Credo Capital Management's portfolio in Q4 2013, its #69 holding.
  • Credo Capital Management first reported a position in IBM in Q2 2013 and has held it in 3 quarters since.
  • 1,755 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.